Live transactions demand speed and flawless execution. Valorega delivers AI-enabled comps and precedents, targeted buyer lists, investor-grade profiles, and on-brand pitch and CIM pages at deal pace. We combine experienced analysts with custom AI workflows to cut turnaround time while maintaining investment-grade quality. By taking on the analytics and production lift, we free your bankers to focus on narrative, negotiation, and client impact — while cutting turnaround times dramatically.
Business Challenges We Solve
- Transaction-Driven Surges — Live deals create unpredictable workloads that strain internal bandwidth.
- Credibility at Risk — Inconsistent comp sets and precedent screens weaken valuation narratives and client trust.
- Slow Buyer Intelligence — Time-intensive research and profiling delay outreach and competitive positioning.
- Production Bottlenecks — Pitch and CIM pages often require heavy cleanup before they are client-ready, slowing time-to-market.
Key Deliverables
1
Trading comps and precedent transactions
Rapid, defensible comp and precedent sets with documented screening criteria.
2
Financial Modeling
Detailed financial models with drivers, ratios, DCF, SOTP; trading comps & precedents; football fields
3
Sector Benchmark & Deal Intelligence Dashboards
Automated dashboards compiling comps, precedents, multiples, and key metrics — accelerating pitchbook prep, sharpening valuation narratives, and enabling real-time buyer/investor profiling.
4
Pitchbook pages
Market maps, positioning, process timelines, tombstones, and credentials — pre-formatted to your style guide.
5
CIM sections
Company overview, industry landscape, financials/KPIs, and more — ready for client review.
6
Valuation summaries and football-field exhibits
Investor-ready visuals and multipoint valuation snapshots.
7
Buyer lists and one-page profiles
Strategic fit, rationale, and contact intelligence to accelerate outreach.
Our Proven Engagement Process
1
Discovery & Assessment
Deal context, criteria, style guide
2
Solution Design & Onboarding
Templates, layouts, workflow
3
Execution & Optimization
Data build, exhibits, pages; tracked changes
4
Reporting & Governance
Milestone check-ins, version control, change log
Who We Serve
- Boutique and mid-market investment banks
- Advisory firms and independents
- Research boutiques that support transaction work
Why Choose Valorega
- Defensible Valuations: Comps and precedents built on documented screening criteria that withstand client and IC scrutiny.
- Targeted Buyer Intelligence: Lists and profiles grounded in strategic rationale, enabling sharper positioning and outreach.
- On-Brand Deal Collateral: Pitch and CIM sections produced in your visual system, ready for client review without rework.
- Deal-Pace Delivery: Outputs aligned to transaction milestones, ensuring bankers have what they need, when they need it.
- AI-Enabled Execution: Automated data extraction, KPI dashboards, and templated production accelerate comps, buyer profiles, and pitchbook pages without sacrificing quality.
- Founder-Led Expertise: Built by a former investment banker who scaled a 350+ analyst operation and helped develop an AI product for financial data — now applied to boutique and mid-market IB needs.
FAQs
-
How do you build and defend comp/precedent sets?
We document screening criteria and sources; outliers are flagged and explained for IC or client review.
-
Will pages match our brand?
Yes — templates, fonts, color codes, and layouts are matched to your visual system.
-
Turnaround for a comp set and initial pages?
We typically deliver initial comps within 24–48 hours and initial pages within 3–5 days, depending on scope.
-
Do you support management presentations?
Yes — we create management deck sections, financial overviews, and strategic messaging aligned to your process.
